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iMGP DBi Managed Futures Strategy ETF

192 hedge funds and large institutions have $1.13B invested in iMGP DBi Managed Futures Strategy ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 91 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

612% more call options, than puts

Call options by funds: $349K | Put options by funds: $49K

44% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 63

38% more capital invested

Capital invested by funds: $817M → $1.13B (+$312M)

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

8.85% more ownership

Funds ownership: 67.97%76.82% (+8.8%)

2% more funds holding

Funds holding: 189192 (+3)

Holders
192
Holders Change
+3
Holders Change %
+1.59%
% of All Funds
2.52%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
22
Increased
91
Reduced
63
Closed
18
Calls
$349K
Puts
$49K
Net Calls
+$300K
Net Calls Change
-$196K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$210M +$131M +5,014,368 +187%
LPL Financial
2
LPL Financial
California
$144M +$3.28M +125,489 +2%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$53.8M +$1.91M +73,114 +4%
PPW
4
Parcion Private Wealth
Washington
$42M +$40.2M +1,536,734 New
Raymond James Financial
5
Raymond James Financial
Florida
$37.4M +$2.15M +82,222 +6%
LGWM
6
Litman Gregory Wealth Management
California
$31.6M -$290K -11,096 -1%
CPCM
7
Cardinal Point Capital Management
Ontario, Canada
$31.4M +$995K +38,016 +4%
GA
8
Goldstein Advisors
Wisconsin
$29.3M -$2.85M -108,854 -9%
SC
9
Savant Capital
Illinois
$26.3M +$6.88M +262,849 +38%
PFM
10
Potomac Fund Management
Florida
$22.4M +$21.5M +821,763 New
TI
11
Tidal Investments
Wisconsin
$19.2M +$9.53M +363,998 +107%
OIA
12
OneDigital Investment Advisors
Kansas
$18.1M -$649K -24,780 -4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$17.8M +$478K +18,243 +3%
AWM
14
Austin Wealth Management
Texas
$17.3M +$1.32M +50,363 +9%
SWRP
15
Summit Wealth & Retirement Planning
California
$16.1M +$96.4K +3,682 +0.6%
NYLIM
16
New York Life Investment Management
New York
$15.7M +$2.62M +100,068 +21%
IWP
17
IAG Wealth Partners
Wisconsin
$14.6M +$3.18M +121,365 +29%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$14.4M +$721K +27,560 +6%
SPWG
19
Sage Private Wealth Group
Illinois
$13.2M +$605K +23,129 +5%
RT
20
Rockland Trust
Massachusetts
$13M +$4.79M +182,808 +62%
VA
21
Valmark Advisers
Ohio
$12.9M -$24K -918 -0.2%
AFFA
22
ALM First Financial Advisors
Texas
$12.9M
PAG
23
Private Advisor Group
New Jersey
$11.8M +$842K +32,159 +8%
AWM
24
Axxcess Wealth Management
California
$11.5M +$1.51M +57,503 +16%
Wells Fargo
25
Wells Fargo
California
$10.2M -$286K -10,935 -3%

DBMF Hedge Fund Activity: Q3 2025 in Review

192 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iMGP DBi Managed Futures Strategy ETF (DBMF) for Q3 2025, worth a combined $1.13B — up 38% from $817M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DBMF positions and 18 closed out — a net gain of 4 holders — while 91 added to existing stakes and 63 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $131M. The largest seller was JP Morgan Chase, cutting an estimated $6.36M.

  • 192 institutional investors held iMGP DBi Managed Futures Strategy ETF (DBMF) as of Q3 2025, up from 189 in Q2 2025.
  • Funds reported $1.13B of iMGP DBi Managed Futures Strategy ETF stock for Q3 2025, up 38% quarter-over-quarter.
  • 22 funds opened new iMGP DBi Managed Futures Strategy ETF positions in Q3 2025 and 18 closed out, a net change of +4 holders.
  • The largest iMGP DBi Managed Futures Strategy ETF buyer in Q3 2025 was Morgan Stanley, an estimated $131M added.
  • The largest iMGP DBi Managed Futures Strategy ETF seller in Q3 2025 was JP Morgan Chase, an estimated $6.36M sold.

Based on aggregated 13F filings for Q3 2025.